Position Title: Business Development Specialist

Job Type: Full-Time

Classification: Exempt

Salary: Starting at $50,000 annually *based on experience

 

The Business Development Specialist (BDS) is responsible for sales and relationship development to drive strategic membership and sales growth goals. In conjunction with other team members in the Business Development department the BDS cultivates relationships with existing and potential members including small businesses. The BDS performs sales duties within the community at events to bring in new accounts to the credit union by presenting our products and services. The BDS maintains accurate reports and records of relationships.

 

What You’ll Be Doing…

Drive growth and expansion of Select Employee Groups/Partner Group relationships.

• Conducts events, new employee orientations, membership drives, financial education seminars and presentations when appropriate.
• Maintains superior communication and follow through skills with all internal and external clients fostering a climate of mutual respect.
• Evaluates SEG/Partner Group relationships and implements a strategy to develop relationships in order to obtain sales goals.
• Increases membership penetration within existing SEGs/Partner Groups by making frequent onsite contacts to recruit new members and maximize membership and product penetration.
• Establishes and maintains a good working relationship with new and existing SEGs/Partner Groups by identifying, establishing and working closely with partner contacts.
• Recommends and coordinates targeted marketing campaigns for new Partner Group onsite visits.
• Creates and conducts sales presentations for existing and new SEG/Partner Groups.
• Promotes and cross-sells credit union products and services as appropriate to member requirements, such as checking, loans, and mortgages.
• Creates strong partnerships with the entire Marketing team to drive growth.
• Monitors metrics to measure SEG/Partner Group relationship value.
• Manages giveaways, collateral, promotional materials and supplies for SEG/Partner Group appointments and community events.
• Provides timely feedback to management regarding performance and results.

 

Support Business Development initiatives and involvement in the community, business associations and strategic partners.

• Represents and promotes PFCU business development events and activities as directed by the Marketing Manager.
• Maintains a strong, visible corporate image at business and community events.
• Contributes to the creation and execution of the Business Development team business plan.
• Continuously scans the business environment for emerging trends, best practices and opportunities.
• Maintains accurate and detailed records of all sales activities.
• Logs all activities in CU Force CRM software.
• Creates monthly activity report for the Executive Committee meeting.
• Provides additional reports as requested by the Marketing Manager.

Trains, motivates and coordinates the activities of other PFCU department staff and independent agents working in conjunction with the marketing department in the acquisition of new accounts.

Conducts follow-up phone calls for accounts opened online and those opened as a result of sales efforts to ensure new members received all account information, are informed on how to set up direct deposit with employer and cross-sells additional products and services when appropriate.

Understands and is accountable for executing all job functions in a way that is consistent with all requirements of BSA, OFAC and the USA Patriot Act/Customer Identification Act (CIP). Complete periodic training/certification for, but not limited to, Bank Secrecy Act (BSA).

Performs other duties as required by the Marketing Manager and VP of Marketing.

 

What Qualifications You’ll Need…

• BA/BS degree with concentration in Business Administration or Marketing preferred.
• Current Certified Financial Counselor, or have the ability to become certified within the first three months in the position.
• Two to three years of sales experience required.
• PC proficiency including knowledge of Microsoft applications.
• Knowledge and understanding of products and services.
• Excellent oral and written communication skills demonstrated through strong composition and grammar.
• Strong experience in making informative and persuasive presentations to management, staff, established and prospective members, outside organizations and large groups with enthusiasm and persistency.
• Experience in establishing and maintaining productive business relationships by demonstrating punctuality, courtesy, tact, thoroughness and professionalism in all interactions with employees, members, prospective members and vendors.
• Ability to work independently and as a team player while using discretion and sound judgment in decision making and problem solving. Must be a self-starter with strong organization skills and have the ability to set priorities.
• Creative problem solver, sales focused, self-starter, positive and highly motivated.
• Possess a valid driver’s license.
• Willingness to travel locally up to 75% of the time and with a reliable car to accomplish job requirements.
• Ability to work evening and weekend hours as required.
• Ability to lift up to 40 lbs.
• Ability to operate office equipment.

 

Why Work For Us…

• Retirement Plan: We offer a Pension and 401K plan to help secure our employees’ future.
• Insurance Coverage: We offer a range of insurance options, including Medical, Dental, Vision, and Prescription coverage, Voluntary Life Insurance and Short and Long-term Disability Coverage.
• Financial Assistance: We offer Employee and Educational Assistance Programs and Employee Discount Programs to give our employees a little extra boost.
• Employee Amenities: All of our employees are eligible for PTO.
• Community Benefits: It’s not just a job – it’s a community. That’s why our employees also get automatic PFCU Membership and access to local volunteer opportunities.
• An Award-Winning Experience: PFCU is a proud winner of a number of awards including Best Place to Work in Philadelphia and Healthy Place to Work.

 

Equal Employment Opportunity (EEO)

The Philadelphia Federal Credit Union (“PFCU”) provides Equal Employment Opportunity to qualified persons regardless of race, ethnicity, color, sex, religion, national origin, ancestry, age, sexual orientation, gender identity, disability, veteran status, marital status, familial status, genetic information, domestic or sexual violence victim status or any other status protected by law. PFCU complies with Philadelphia’s Fair Chance Hiring Law. PFCU commits to making reasonable accommodations to applicants with physical or mental disabilities.

 

Apply easily here: Business Development Specialist (pfcu.com)